3rd Level Analytics
Firm details
- Headquarters
- ,
- CRD number
- 329948
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA RETIREMENT ADVISORS LLC, E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.25%
- Individuals36.66%
- Charitable Organizations3.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
3rd Level Analytics operates as an independent registered investment adviser serving both individuals and family clients as well as institutional relationships. The firm delivers financial planning and portfolio management services, with a fee model that combines percentage-of-AUM billing and fixed fees. 3rd Level Analytics does not position itself as a capital allocator or a multi-state adviser, and it is not flagged as an active ESG investor. Its management emphasis is on liquid, publicly available vehicles—primarily mutual funds and public funds—rather than concentrated individual stock portfolios or in-house fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
Contacts
1 of 1Robert Peloso
Independent Financial AdvisorCRD 6222188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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